Position in HE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,141,512
+$71,652 QoQ
Shares Held
84,369
+17.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#102
of 335 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BURNEY CO/ holds $28,823,386 across 12 Utilities - Regulated Electric names. HE ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
430,996 | $7,249,352 | |
| 2 | EIX |
Edison International
|
83,313 | $6,202,652 | |
| 3 | ES |
Eversource Energy
|
63,108 | $4,560,815 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
23,036 | $2,464,852 | |
| 5 | ETR |
Entergy Corp /De/
|
14,220 | $1,633,309 | |
| 6 | D |
Dominion Energy, Inc
|
18,978 | $1,296,007 | |
| 7 | HE |
Hawaiian Electric Industries Inc
This page
|
84,369 | $1,141,512 | |
| 8 | SO |
Southern Co
|
11,467 | $1,097,506 |
All Filings in HE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,141,512 | 84,369 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,069,860 | 72,093 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $192,236 | 15,629 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $135,979 | 12,317 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $131,599 | 12,380 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||